Foster & Motley’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.4M | Sell |
12,614
-1,867
| -13% | -$1.64M | 0.62% | 35 |
|
|
2026
Q1 | $10.3M | Sell |
14,481
-1,046
| -7% | -$724K | 0.53% | 42 |
|
|
2025
Q4 | $8.89M | Sell |
15,527
-2,195
| -12% | -$1.22M | 0.47% | 54 |
|
|
2025
Q3 | $8.46M | Sell |
17,722
-1,182
| -6% | -$505K | 0.46% | 56 |
|
|
2025
Q2 | $7.34M | Buy |
18,904
+1,086
| +6% | +$362K | 0.42% | 60 |
|
|
2025
Q1 | $5.88M | Buy |
17,818
+869
| +5% | +$310K | 0.37% | 68 |
|
|
2024
Q4 | $6.15M | Buy |
16,949
+290
| +2% | +$112K | 0.4% | 67 |
|
|
2024
Q3 | $6.52M | Buy |
16,659
+145
| +0.9% | +$50.1K | 0.41% | 63 |
|
|
2024
Q2 | $5.5M | Buy |
16,514
+201
| +1% | +$69.7K | 0.38% | 69 |
|
|
2024
Q1 | $5.98M | Sell |
16,313
-633
| -4% | -$202K | 0.41% | 64 |
|
|
2023
Q4 | $5.01M | Buy |
16,946
+50
| +0.3% | +$13K | 0.37% | 76 |
|
|
2023
Q3 | $4.61M | Buy |
16,896
+1,193
| +8% | +$324K | 0.38% | 77 |
|
|
2023
Q2 | $3.86M | Buy |
15,703
+1,251
| +9% | +$279K | 0.3% | 95 |
|
|
2023
Q1 | $3.31M | Buy |
14,452
+1,508
| +12% | +$365K | 0.27% | 100 |
|
|
2022
Q4 | $3.1M | Buy |
12,944
+1,915
| +17% | +$417K | 0.26% | 100 |
|
|
2022
Q3 | $1.81M | Sell |
11,029
-495
| -4% | -$90.4K | 0.17% | 147 |
|
|
2022
Q2 | $2.06M | Buy |
11,524
+75
| +0.7% | +$15.8K | 0.18% | 135 |
|
|
2022
Q1 | $2.55M | Sell |
11,449
-497
| -4% | -$104K | 0.2% | 120 |
|
|
2021
Q4 | $2.47M | Sell |
11,946
-173
| -1% | -$34.8K | 0.19% | 127 |
|
|
2021
Q3 | $2.33M | Buy |
12,119
+627
| +5% | +$131K | 0.19% | 125 |
|
|
2021
Q2 | $2.5M | Sell |
11,492
-289
| -2% | -$66.7K | 0.21% | 120 |
|
|
2021
Q1 | $2.73M | Sell |
11,781
-818
| -6% | -$169K | 0.23% | 110 |
|
|
2020
Q4 | $2.29M | Sell |
12,599
-1,351
| -10% | -$229K | 0.22% | 110 |
|
|
2020
Q3 | $2.08M | Buy |
13,950
+601
| +5% | +$84.4K | 0.25% | 109 |
|
|
2020
Q2 | $1.69M | Buy |
13,349
+6,492
| +95% | +$770K | 0.21% | 116 |
|
|
2020
Q1 | $796K | Buy |
6,857
+3,502
| +104% | +$447K | 0.12% | 147 |
|
|
2019
Q4 | $495K | Sell |
3,355
-19
| -0.6% | -$2.65K | 0.06% | 194 |
|
|
2019
Q3 | $426K | Buy |
3,374
+107
| +3% | +$13.6K | 0.06% | 196 |
|
|
2019
Q2 | $445K | Buy |
3,267
+245
| +8% | +$32.4K | 0.06% | 193 |
|
|
2019
Q1 | $409K | Sell |
3,022
-379
| -11% | -$50.3K | 0.06% | 190 |
|
|
2018
Q4 | $432K | Buy |
3,401
+576
| +20% | +$74.9K | 0.07% | 178 |
|
|
2018
Q3 | $431K | Buy |
2,825
+1,196
| +73% | +$169K | 0.06% | 183 |
|
|
2018
Q2 | $221K | Buy |
+1,629
| New | +$243K | 0.04% | 223 |
|
Other funds holding CAT
Foster & Motley's CAT Position: Q2 2026 in Review
Foster & Motley reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $1.64M and leaving 12,614 shares worth $13.4M. The position accounts for 0.62% of the portfolio, ranked #35.
Foster & Motley first reported a position in CAT in Q2 2018 and has held it in 33 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Foster & Motley held 12,614 shares of Caterpillar worth $13.4M as of Q2 2026.
- Foster & Motley sold 1,867 Caterpillar shares in Q2 2026, an estimated $1.64M.
- Caterpillar made up 0.62% of Foster & Motley's portfolio in Q2 2026, its #35 holding.
- Foster & Motley first reported a position in Caterpillar in Q2 2018 and has held it in 33 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.